Shows / Only Fee-Only
Only Fee-Only
This podcast interviews fee-only financial planners to learn about how they are helping their clients and serving their specific niches.
Episodes
- Only Fee-Only
#114 - James Conole on Building a Team, a Brand, and a Massive Audience
Root Financial, led by James Conole, explores how to effectively scale a financial advisory firm while prioritizing culture and client experience. Key topics…
- Only Fee-Only
#113 - Matt Pruitt on Balancing Growth with Personal Fulfillment
Matt Pruitt, founder of Exhale Wealth Management, is back for his second appearance on the podcast, and his journey continues to impress. After leaving…
- Only Fee-Only
#112 - Optimize Your Practice with Tips from Libby Greiwe
What if you could turn your financial advising practice into a seven-figure business while working just three days a week? In our latest episode, Libby Greiwe…
- Only Fee-Only
#111 - From Jargon to Clarity in Financial Marketing with Sara Grillo
Simplify your financial advisory business with insights from Sara Grillo. Known for her no-nonsense approach, Sara shares how clear communication and…
- Only Fee-Only
#110 - Marketing Like a Pro: James Pollard’s Playbook for Financial Advisors
Learn the keys to financial advisor marketing with James Pollard, founder of The Advisor Coach and host of the Financial Advisor Marketing Podcast. In this…
- Only Fee-Only
#109 - The CFP with 1M+ Followers: Nick Meyer's Blueprint for Short-Form Video Success
What if growing your financial advisory business was as simple as grabbing your phone and hitting record? In this episode, we chat with Nick Meyer, the…
- Only Fee-Only
#108 - Life Planning, Authenticity, and Creativity with Justin Castelli
Ever wonder how to align financial goals with core values? Join us for an inspiring conversation with Justin Castelli, a creative entrepreneur and financial…
- Only Fee-Only
#107 - Scaling Rapidly and Mastering Content Creation with Thomas Kopelman
Curious about building a thriving RIA in just three years? Thomas Kopelman, co-founder of All Street Wealth, shares how he did it by focusing on content…
- Only Fee-Only
#106 - 4X Your Revenue with Hyper Focus on Exceptional Service - Tim and Alexis Woodward
Explore the journey of Tim and Alexis Woodward of Blend Wealth, where financial planning meets bookkeeping and accounting. Originally focused on blended…
- Only Fee-Only
#105 - Growth Insights and Strategies for Solopreneurs with Erik Baskin
Erik Baskin returns to share his journey from active duty military service to building a thriving financial planning business. He reveals how he’s grown Baskin…
- Only Fee-Only
#104 - Transforming the Future of Finance with "Mr. Measure Twice" Cody Garrett
Cody Garrett joins us for the second time to talk about his journey from musician to financial planner. In this episode, he shares how hosting financial…
- Only Fee-Only
#103 - Navigating Medicare Open Enrollment and Pre-65 Health Insurance with Cole Craven
Want to simplify health insurance? Tune in to the Only Fee Only podcast where we chat with Cole Craven from Move Health Partners. Cole breaks down pre-65…
- Only Fee-Only
#102 - Mastering Financial Services Marketing with insights from Lauren Hong
Ever wonder how to cut through the marketing noise in the financial world? We sit down with Lauren Hong, president of Out and About Communications, to hear her…
- Only Fee-Only
#101 - Simon Granner on Building a Personal CFO Network for Entrepreneurs
In our 101st episode, we sit down with Simon Granner, founder of PCFO, to explore his journey from his early days to building a network of personal CFOs that…
- Only Fee-Only
#100 - Celebrating 100 Episodes: The Journey and Future of the Only Fee Only Podcast
In this episode, we reflect on the creation and growth of the “Only Fee Only” podcast as we celebrate our 100th episode. From the early days, it’s been an…
- Only Fee-Only
#99 - Outsourcing for Peak Productivity with Andrew Burgess of AdvisorOps360
Want to make your financial advisory business more efficient? Andrew Burgess, founder of AdvisorOps360, shares his journey from math major to operations…
- Only Fee-Only
#98 - Transforming Financial Planning: George D. Kinder on Aligning Money with Life Goals
What if your financial advisor could help you achieve your deepest life goals? Join us on the Only Fee Only podcast as we welcome George Kinder, a leader in…
- Only Fee-Only
#97 - From Intern to Innovator: Brittany Brinckerhoff’s Financial Planning Journey
Curious about turning a love for numbers into a fulfilling career in financial planning? Join us for a chat with Brittany Brinkerhoff of Hilltop Wealth…
- Only Fee-Only
#96 - Heartfelt Insights into Financial Advisory - Brenna Baucum
What if financial planning could be both personal and professionally fulfilling? Join us for a chat with Brenna Baucum from Collective Wealth Planning…
- Only Fee-Only
#95 - Overcoming Roadblocks and Building Successful Client Relationships with Nancy Bleeke Noël
Ever wondered what makes a successful financial advisor stand out? Check out this episode featuring Nancy Bleeke Noël, founder and president of SalesPro…
- Only Fee-Only
#94 - Revolutionizing Financial Advising: Insights from Shane Sideris on Building a Niche Marketplace
Join Shane Sideris, co-founder of Nectarine and Synchronous Wealth Advisors, as he shares insights from his career. Learn how he moved from an eight-year…
- Only Fee-Only
#93 - Planning, Partnerships, and the Evolution of XY Planning Network - Dave Bowman
When a music performer turns to finance, unexpected things happen. David Bowman's journey from the arts to financial planning is one such story. In this…
- Only Fee-Only
#92 - From Corporate to Independent: Brent Gargano’s Entrepreneurial Leap
Discover the secrets to building a successful financial planning business with Brent Gargano, founder of Infinite Wealth Planning and adjunct professor at the…
- Only Fee-Only
#91 - Balancing Lifestyle and Financial Security for Attorneys with Eric Scruggs
Eric Scruggs, the founder of Hark Financial Planning, shares his journey into fee-only financial advisory, highlighting the importance of community support…
- Only Fee-Only
#90 - Decoding Health Insurance and Medicare with Cole Craven
Join Cole Craven of Move Health Partners as we dive into the complexities of health insurance and Medicare, offering valuable insights for retirees and…
- Only Fee-Only
#89 - Mastering Equity Compensation and the Human Side of Financial Planning with Chris Arnold
Chris Arnold from SecFi shares his journey in financial planning, starting in Louisville where discussions about money were a regular part of family life…
- Only Fee-Only
#88 - Shifting Paradigms in Financial Advice for a Deeper Impact with Amy Mullen
Have you ever considered how your feelings affect your money? Amy Mullen, President of Money Quotient, talked with us about how understanding emotions helps…
- Only Fee-Only
#87 - Finance Grit, Communication, and Adaptability with Jamie Hopkins
Join financial expert Jamie Hopkins as we delve into career development in the unpredictable financial services sector. Jamie went from being an enthusiastic…
- Only Fee-Only
#86 - Angela McCaffrey's Masterclass on Navigating the Mortgage Maze
Learn about effective homebuying with Angela McCaffrey from American Pacific Mortgage. She emphasizes financial education in the mortgage process, going beyond…
- Only Fee-Only
#85 - Cultivating Growth and Unity at XY Planning Network - Vince Hockett
Have you ever thought about how a leader's different experiences can influence an entire industry? Vince Hockett, President of XY Planning Network, will share…
- Only Fee-Only
#84 - Mastering Empathy and Connection in Financial Planning with Brendan Frazier
Ever wondered about the importance of really listening, or how being genuinely interested can improve a conversation? In our latest podcast episode of Only Fee…
- Only Fee-Only
#83 - Decoding Regulatory Challenges in Fee-Only Financial Advisory -Travis Johnson
Join us as Travis Johnson from XY Compliance Solutions helps us understand the rules of fee-only financial planning in simple terms. In this episode, we'll…
- Only Fee-Only
#82 - Synergizing Health and Wealth for a Fulfilling Live - The Girl Named Stevyn
In this episode, Stevyn, a health expert and founder of Grow Wellthy, tells us how she went from being an exercise physiologist to a wellness advisor for…
- Only Fee-Only
#81 - Riding the IPO Wave in the Tech World: A Financial Entrepreneur's Journey with AJ Ayers of Brooklyn FI
Join us on this episode as AJ Ayers, CEO of Brooklyn FI, shares the story of transforming a vision into a successful financial planning firm. Starting with…
- Only Fee-Only
#80 - Demystifying Tax Planning and the Art of Social Media Engagement - Aaron Krafft
Join Aaron Krafft, CPA at Luminary Wealth Management, for practical insights into tax planning and entrepreneurship. Learn how to leverage financial strategies…
- Only Fee-Only
#79 - Shaping the Future of Finance with Behavioral Insights - Ashley Quamme
Join us as we take a closer look at the world of financial planning with Ashley Quamme, a trailblazer in the role of a fractional financial behavior officer…
- Only Fee-Only
#78 - Estate Planning Evolution with FinTech Leader Tim White
Join us as we explore Tim White's journey, the Co-founder of Wealth.com and former Chief Partnership Officer of Emailage. We'll talk about his innovative…
- Only Fee-Only
#77 - Trailblazing as a Chief Evangelist - Diana Cabrices
Explore Diana Cabrices' remarkable journey, from freelance work to becoming Wealthbox's Chief Evangelist and a beacon in financial technology. Fresh from her…
- Only Fee-Only
#76 - Navigating the Complexities of Estate Planning and Elder Law - Jenny Rozelle
Join us for a great conversation with Jenny Roselle, the paralegal who evolved into a key player in Indiana's estate and elder law scene. Jenny's story is more…
- Only Fee-Only
#75- Peter Lazaroff's Journey and Blueprint for Success
In our latest podcast episode, we talk to Peter Lazaroff, the Chief Investment Officer at Plancorp, who shares his personal and professional journey in the…
- Only Fee-Only
#74 - The Intricacies of American Finance Unraveled with Jane Mepham
Ever grappled with the complexities of the American financial system as a foreign-born individual? Today, we bring our conversation with Jane Mepham, a…
- Only Fee-Only
#73 - Switching Fields: Kyle Newell's Leap from Sports to Financial Planning
Have you ever wondered how someone goes from being a physics major and 2x National Championship football player to a financial advisor? Today, we're having a…
- Only Fee-Only
#72 - Planning for Retirement and Exploring the Joys of Living Abroad - Tommy Sikes
Ever dreamt of a retirement filled with baguettes in France, or basking in the rustic charm of an Italian villa? Today, we're chatting with Tommy Sikes, the…
- Only Fee-Only
#71 - Harnessing the Power of the Mind for Success: A conversation with Stephanie Bogan
Could rewiring your thought patterns be the key to success? Stephanie Bogan, founder and Chief Possibility Officer at Limitless Advisor Coaching, shares her…
- Only Fee-Only
#70 - A New Chapter at BC Brokerage: Art meets Insurance - Josh Passler
We're thrilled to bring you an exciting conversation with our newest team member, Josh Passler. Josh is no ordinary addition to the team – he's a former…
- Only Fee-Only
#69 - Active Listening and Finding Success in Financial Planning - Scott Frank
Picture this: you're a financial advisor in the heart of sunny California. Sounds like a dream, right? Our guest, Scott Frank, founder of Stone Steps Financial…
- Only Fee-Only
#68 - The Man Redefining Retirement and Transforming CRM - Steve Drost
Ever wondered how some people manage to retire earlier than anticipated? Financial whiz Steve Drost joins us in this episode, revealing his innovative…
- Only Fee-Only
#67 - From Jargon to Clarity: Making Sense of Disability Income Insurance - Dr. Rodney Mogen and Peter Ciravolo
Want to safeguard your cleint's income from unforeseen circumstances? In this episode, Dr. Rodney Mogen and Peter Ciravolo shed light on how disability income…
- Only Fee-Only
#66 - Breaking Moulds: The Journey from Engineering to Finance - Allen Mueller
Imagine trading your comfortable desk job for the unpredictable world of finance - that's precisely the leap our guest, Allen Mueller, founder of Seven…
- Only Fee-Only
#65 - Scaling a Financial Planning Firm to an Enterprise Level - James Conole
Ever wondered how to grow a financial planning firm from a start-up to an enterprise-level success? Today, we're giving you an exclusive seat at our…
- Only Fee-Only
#64 - How to Pay for Long-Term Care Pt 2 - Peter Ciravolo, Kevin Lao, and Rodney Mogen
In this Episode Kevin, Peter, and Rodney talk about hybrid asset based long-term care and how it has changed the landscape of the LTC market. Music in this…
- Only Fee-Only
#63 - How to Pay for Long-Term Care Pt 1 - Peter Ciravolo, Kevin Lao, and Rodney Mogen
In this Episode Kevin, Peter, and Rodney talk about traditional long-term care and how the industry has grown and changed over the years. Part 2 next week will…
- Only Fee-Only
#62 - Providing Financial Planning for Globetrotting Indian Millennials and Gen Z - Vrishin Subramanium
Vrishin's Bio: I am Vrishin Subramaniam (he/him), IAR, CFP® candidate, and Founder of CapitalWe Originally born and raised in New Delhi, India, I came to the…
- Only Fee-Only
#61 - Vibing and Living a Fulfilling Life with Intention - Devin Faddoul
Devin's Bio: Growing up lower middle-class in Pittsburgh, money was always an issue. But I had two things going for me: my immigrant father instilled in me the…
- Only Fee-Only
#60 - Delayed Gratification, Having Growth Goals, and Enjoying the Ride - Kevin Lao
Kevin's Bio: Hello! My name is Kevin Lao. I am first and foremost a family man. My amazing wife, Jessica, and I are blessed with three active boys. Tristan…
- Only Fee-Only
#59 - Practicing Gratitude, Serving High Net Worth Individuals, and Hopping on the Rocket Ship - Will Kinder
Will's Bio: EDUCATION Butler University B.S. Finance, International Business B.A. French CERTIFICATIONS Certified Financial Planner™ INDUSTRY EXPERIENCE Since…
- Only Fee-Only
#58 - Skating into the Air Force and Finding the World of Financial Planning - Erik Baskin
Eric's Bio: In 2018, after graduating the U.S. Air Force Academy with an Economics degree, I began my professional career as a hospital administrator in the…
- Only Fee-Only
#57 - Flat Fee Planning, IULs, and Basing a Fee on Complexity - Andy Panko
Andy's Bio: While studying toward a finance degree at the University of Delaware, I decided to work toward a career helping others with their finances. I…
- Only Fee-Only
#56 - Growing Your Practice Using Elements - Abby Morton
Episode Details: In this episode, we talk to Abby Morton, who is the head of community and culture at The Elements Financial Monitoring System. We touched on…
- Only Fee-Only
#55 - Choosing the Right Path for Your Business - Taylor Schulte
Taylor's Bio: In 2014, I left the wirehouse world and launched Define Financial, a fee-only financial planning firm headquartered in San Diego, CA. I started…